![]() The primary downside to this easy to use software is that as of today, nothing syncs with your financial institution. Users can import and export their personal finance data, create graphs and charts for category spending, and bring in any financial statement. It’s so good, in fact, that Intuit bought it as a replacement for their own “Quicken Online.”ĭescription: If writing down a new monthly budget isn’t your thing, BudgetPulse can help to make it easier. This is by far the most well-known of all the web-based software packages. You can create a budget, track monthly expenses, evaluate investment performance, etc. They also have an iPhone app.ĭescription: Mint can track virtually any financial activity. When bills must be paid, the user is alerted to the tasks that must be completed. Alerts are provided automatically when the bank balance drops below a certain level. You can also track discretionary spending in a dedicated envelope.Įmphasis: Manage cash flow and avoid surprisesĭescription: Moneystrands allows you to create a budget from the ground up, and then it monitors your performance. In other, budgeting and bill payment are combined into one handy tool. When the bills must be paid, the dollar amount in each envelope is applied to the bill electronically. Price: $129.60/year (equivalent to $10.80/month)ĭescription: Mvelopes is a virtual envelope-budgeting tool. The site offers all the money management functionality necessary to manage and budget and monitor financial investments. Instead of guessing at fair portions of bills and tracking things in your head, the software does the math and tracks who has paid for each of their expenses.ĭescription: HelloWallet is a unique service in that, for every five users who sign up, an account is offered to a person who cannot afford this service. Buxferĭescription: Buxfer is great for people who share expenses with roommates. Personally, I use the Vanguard portfolio tracker for a “big picture” view of our investments. I’m also not a fan of tracking my portfolio on a minute-by-minute basis, but… To each their own. Note from Nickel: Google Finance also offers a nice portfolio tracker, and it’s also free. Quick glances at your portfolio will alert you to buying and selling opportunities. They also have a great portfolio tracker tool for the investor who sits at a computer all day. Uncleared and cleared balances are provided with alerts that can be set to any dollar amount.ĭescription: MorningStar offers a bunch of excellent premium content to paid subscribers. Your bank data is imported, and you can then analyze expenses by category and closely monitor your balance to avoid overdrafts. Users can choose to listen or ignore the advice, but if you’re looking for actionable steps, look no further.ĭescription: ClearCheckbook provides analysis tools for evaluating and tracking your expenditures. “Perhaps you should be saving your money with Ally, which has a high interest rate” (for example). Through an app, with a robot named Benjamin, Wela will look at your accounts and make suggestions. Wela is a little bit different in that it actually provides you advice based on your financial situation. Personal Capital also has a great cash flow tool which you can use to track returns and dividends on your investments.Įmphasis: Online financial management + adviceĭescription: A lot of personal finance management software allows you to track your accounts. Perhaps their greatest feature is the retirement planner, which can point you in the right direction to secure your future. ![]() Personal Capitalĭescription: Personal Capital offers a wide variety of tools that allow you to track your banking, investing and retirement accounts. Here’s a list of ten of the best web-based solutions for managing your money. ![]() We accomplished this through web-based software that will provide data security, keep the records protected against loss, and allow the user access their information from virtually anywhere. With the arrival of the 2010s, the next phase is to manage the information that already resides out on the internet. The connectivity, in turn, provided access to detailed account information right at home. ![]() In the 2000s, connectivity with the internet made PC-based software easy to synchronize with bank and investment websites. These later evolved into reporting and analyzing powerhouses. In the 1990s, you could use simple PC-based software to track basic income and expenses. The #1 budgeting app is totally free.Įach decade brings new and innovative ways to manage your money. We list the top 10 options for paid and free apps. Many of the best budgeting software tools are totally free.
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